Alchemist's Portfolio

ramkasi

Active member
#43
hi alchemistji...... any new stocks in your view for short term/ med term I am getting bored with the current 'famous' stocks.

i plan to sell balmer lawrie co...........so searching good stocks with fundamentals + dividend yield.
 

ramkasi

Active member
#44
hi alchemistji...... any new stocks in your view for short term/ med term I am getting bored with the current 'famous' stocks.

i plan to sell balmer lawrie co...........so searching good stocks with fundamentals + dividend yield.
I guess the answer is NO.
may be this is the time to sit with cash and watch the game:lollypop:
 
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Alchemist

Administrator
Staff member
#45
I guess the answer is NO.
may be this is the time to sit with cash and watch the game:lollypop:
I haven't really looked at any stock in last few days.

I have bought so many books in the last few days.

Half of my time is spent on reading and I don't find time for anything else....:D.
 

Alchemist

Administrator
Staff member
#47
sold Mangalam Cement @ 165.

I may buy it back, if it falls by a few rupees.

I am still holding Ratnamani, KS Oils and A.K. Capital.

I may sell K.S. Oils tomorrow as it has closed below 70.
 

Alchemist

Administrator
Staff member
#49
I have sold K.S.Oils (sold after my previous post).

I will wait for Q4 results before re-entering it.

Bought 120 Can Fin Homes @ 83.

Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.

(I will add more Can Fin Homes if I get a lower price).
 

Alchemist

Administrator
Staff member
#51
Alchemist,

Have the fundamentals of the company changed? As per your post 40 in the Mangalam Cement thread you had indicated that you would not sell even at the technical resistance at 174-175. Why sell at 165?
I didn't want to, but I had to as I needed some cash and Mangalam wasn't able to cross 173 resistance.
 
#52
I have sold K.S.Oils (sold after my previous post).

I will wait for Q4 results before re-entering it.

Bought 120 Can Fin Homes @ 83.

Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.

(I will add more Can Fin Homes if I get a lower price).
Still You are holding "Ratnamani Metals & Tubes" & "Can Fin Homes"???? It's CMP is less than your purchase Price.

If Yes... What is your price target???? And are you suggesting us to take fresh position here???
 
#54
Still You are holding "Ratnamani Metals & Tubes" & "Can Fin Homes"???? It's CMS is less than your purchase Price...

If Yes... What is your price target???? And are you suggesting us to take fresh position here???
All posts under "Individual Portfolios" are logs of the transactions from the respective authors.

They should not be treated as advice. Any action taken based on these are at own risk.
 
#55
All posts under "Individual Portfolios" are logs of the transactions from the respective authors.

They should not be treated as advice. Any action taken based on these are at own risk.
I didn't take it as advice or anything... Just I asked whether he is holding those position and asking for his suggestion in those stocks.
 

Alchemist

Administrator
Staff member
#56
Still You are holding "Ratnamani Metals & Tubes" & "Can Fin Homes"???? It's CMP is less than your purchase Price.

If Yes... What is your price target???? And are you suggesting us to take fresh position here???
For Ratnamani Metals, I think I mentioned a target of 130+ (see the thread on Ratnamani Metals).

I don't have any target for Can Fin Homes.

Let's see what these companies do in Q4 and then I will relook at them.

No change in my opinion towards them and I think both are undervalued at current prices, especially Can Fin Homes which has an earnings yield of 22.5%.

(Earnings yield is inverse of PE ratio).
 

Alchemist

Administrator
Staff member
#57
Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.
40 Shree Ganesh Jewellery House @ 182.65 (all inclusive).

Shree Ganesh Jewellery House is an accidental investment.

I bought it as a trading pick, but as I intend to hold it for a longer period, I have added it to my portfolio.
 

Alchemist

Administrator
Staff member
#58
Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.
40 Shree Ganesh Jewellery House @ 182.65 (all inclusive).
50 Bharti Airtel @ 274.7 (all inclusive).

I intend to buy more Bharti Airtel shares if I get lower levels.
 

Alchemist

Administrator
Staff member
#59
Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.
40 Shree Ganesh Jewellery House @ 182.65 (all inclusive).
50 Bharti Airtel @ 274.7 (all inclusive).
15 Everonn Systems @ 348 (all inclusive).

I may average Bharti Airtel, Everonn and Can Fin Homes at lower levels.

I will not average the other three.
 

San Yad

Active member
#60
Current Portfolio:

200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
120 Can Fin Homes @ 83.
40 Shree Ganesh Jewellery House @ 182.65 (all inclusive).
50 Bharti Airtel @ 274.7 (all inclusive).
15 Everonn Systems @ 348 (all inclusive).

I may average Bharti Airtel, Everonn and Can Fin Homes at lower levels.

I will not average the other three.
Did you manage to sell Mangalam cement already?

I thought you mentioned elsewhere that you bought for trading recently?

What is your Can Fin lower level you are seeing for accumulation?

Bharti, I am not interested unless it go down to 235 to 200 range.
 
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